New @SeekingAlpha article from DocShah Financial coming out next week
$UNH
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Raul Shah
4K posts
Raul Shah
@Raul_DSF
CEO DocShah Financial | @johnshopkins
Washington, DC Katılım Temmuz 2023
91 Takip Edilen4.9K Takipçiler
@TeenageInvest16 I appreciate the idea - the reason I don't do that is it doesn't attract an ideal audience for my business.
I talk about stocks on X and write articles on SA though.
My YouTube is more focused on tax planning strategies.
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@Raul_DSF Would love for future videos to be on stocks you have conviction on like $HIMS or $GAMB
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Pretty excited that my third YouTube video has the most views now at 126.
Obviously, this is a very small number, but it's something to build upon.
If you haven't seen the video, take a look and tell me your feedback: youtu.be/FhYkYKnZunw
YouTube
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NEW YouTube Video! 📺🚨
Save tens of thousands in tax by understanding the different types of investment accounts!
Watch below, subscribe, and reach out!
youtu.be/FhYkYKnZunw
YouTube
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I see talk of peptides everywhere, but is that just my $HIMS bubble?
Is there anyone using peptides that has seen a quality of life improvement?
Trying to gauge how mainstream peptide usage has become
Hims House@himshouse
🚨 BREAKING: FDA IS EXPECTED TO LIFT RESTRICTION ON PEPTIDES - NEW YORK TIMES $HIMS $LLY $NVO
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@FinanceDave1 Dude, that is amazing.
Congrats and thanks for sharing
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@Raul_DSF Down 60lbs, healed stomach ulcer, blood panel reads same as when I was 17, CRP inflammation near 0. Loving life again
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@Raul_DSF Hi Raul,
I do not know where you are, but peptide talk has surged over the past year. Every wellness spa now promotes them for fat loss and anti-aging properties. If their FDA sanctions are lifted, it targets a wide audience.
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@Raul_DSF I live in the U.K. and started taking peptides 2 months ago. For me Mounjaro was the gateway drug and once I discovered the range of peptide solutions available it became an instant obsession for me and yes the benefits are real/tangible based on my own experience.
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Raul Shah retweetledi
$HIMS
Thanks to @himshouse for having me on the podcast again.
Excited to share with my audience.
Let me know your thoughts!
Hims House@himshouse
🚨 EMERGENCY POD!!! NOVO NORDISK AND $HIMS STRIKE A NEW DEAL -- RAUL SHAH (@RAUL_DSF) BREAKS IT DOWN: 01:14 - Background on DocShah Financial 04:12 - The Friday night Bloomberg rumor 05:49 - Breaking down the actual deal terms 07:48 - Why does this deal make sense for both sides? 10:00 - Who won the deal? 14:15 - Will the deal actually hold this time? 16:50 - Margin impact and platform upside 18:41 - Could Lilly or other pharma deals follow? 21:47 - The remaining bear theses 23:45 - "Hims is too dependent on GLP-1s" 25:30 - "The core business is dead" 27:31 - "International expansion won't work" 30:46 - "Subscriber growth slowing, CAC rising" 31:33 - Lifetime value vs. customer acquisition cost 34:04 - Why did Raul hold through the 2025 drawdown 37:22 - Buybacks and capital allocation 40:18 - Peptides 42:57 - 2026 priorities 44:04 - Does Hims actually have a moat? 49:12 - Revenue targets and valuation 55:57 - Peptides as a re-rating catalyst Not legal, financial, or medical advice
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Raul Shah retweetledi
$TALK
Another win for clients of DocShah Financial, my investment management firm.
At one point in 2025, $TALK was the firm's second largest position.
The average cost basis was around $2.80
Yesterday, $TALK got bought out at $5.25 and the final shares of our firm were liquidated.
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Raul Shah retweetledi
What makes DocShah so special is that other investment firms focus on investing or taxes.
At DocShah, clients get both: concentrated, value investing portfolios combined with advanced tax strategies designed to minimize lifetime taxes.
I work very closely with every single client because every single client is family here.
Tell me about your situation and goals:
docshahfinancial.com/contact/
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Raul Shah retweetledi
$HIMS $UNH $GAMB
DocShah's three largest equity holdings are discussed in depth on my interview with @RenaSherbill for Seeking Alpha.
DocShah is a special firm. We find value in the markets and the US tax code. We are one of the only firms in the country merging deep value investing with advanced tax planning.
My goal is to make DocShah Financial the Gold Standard in Wealth Management.
Listen below.
DM to explore our services.
podcasts.apple.com/us/podcast/inv…
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NEW YouTube Video!
Save tens of thousands in tax with one super easy strategy: Asset Location!
Watch below, subscribe, and reach out!
youtu.be/yM4_DWC1JUA?si…
YouTube
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New YouTube Video:
Income Tax, Capital Gains, FICA: Breaking Down Every Tax
Watch below, subscribe, and reach out!
youtu.be/Le1i9-eFAP0?si…
YouTube
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Will be on the @JHUBaseball broadcast today in the 3rd inning!
#GoHop
Harrison Swartz@howdyfolks_pxp
Howdy Folks! Back in the booth today for a 12 PM matchup between #2 @JHUBaseball and Wesleyan. Final game of the three game series with the Jays looking for a sweep. 2016 grad @Raul_DSF will join me in the 3rd inning. WATCH: centennialconference.tv/hopkinssports/…
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@himshouse I want to be a paid analyst so I can raise my price targets after a stock goes up and I can lower it after the stock goes down.
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🚨 BREAKING: TD COWEN RAISES $HIMS PRICE TARGET TO $25 FROM $17
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